The semiconductor selloff is playing out exactly like Tim Knight's charts warned, his puts are printing, and he still feels lousy. His line: there is no such thing as a happy trader, miserable when the market fights you and greedy for more when it does not. He covered shorts early and cannot stop thinking about the money left on the table. The nuance from the desk: this may not be a crash. With the equal-weight S&P near all-time highs and the Dow higher on the day, Tim and the team call it a rotation out of semis, memory and tech rather than a broad breakdown, though a run of ugly earnings could still crack key support. All views are their own. 📊 tastylive: tastylive.com 📰 Get Tom's pre-market analysis every morning: tastylive.com/newsletters 📘 FREE Options Strategy Guide: tinyurl.com/bp9ms763 📱 Follow tastylive on X: x.com/tastyliveshow Chapters 00:00 Brilliant chartist, crummy trader 01:02 Reading the S&P off the open 02:05 Rotation, no...